Overview
The Production Items section allows you to organize and manage items used in production workflows. The interface uses three separate tabs to manage different types of production data:- Catalogs: Plant varieties defined by genus, series, and color (e.g., “Petunia - Wave - Purple”)
- Categories: Production categories with codes, eaches counts, and space category assignments
- Production Items: Individual production items that reference a catalog and category
Viewing Production Items
The Items page has three tabs that display different types of data in AG Grid interfaces:Catalogs Tab Columns
- Genus: Plant genus (e.g., “Petunia”)
- Series: Plant series (e.g., “Wave”)
- Color: Color variety (e.g., “Purple”)
- Status: Catalog status
Categories Tab Columns
- Code: Category code identifier
- Eaches: Number of eaches per unit
- Space Category: Production space category code
- Status: Category status
- Created At: Timestamp when category was created
- Updated At: Timestamp of last update
Production Items Tab Columns
- Item Number: Production item number
- Genus: Genus from linked catalog
- Series: Series from linked catalog
- Color: Color from linked catalog
- Category Code: Code from linked category
- Status: Item status
Grid Features
All three tabs support:- Sorting: Click column headers to sort
- Filtering: Use the filter panel to narrow results
- Search: Quick search across all fields
- Column Management: Show/hide columns as needed
Managing Catalogs
Creating a Catalog
- Navigate to Data Management → Items
- Ensure you’re on the Catalogs tab
- Click Add New button
- Enter required fields:
- Genus: Plant genus
- Series: Plant series
- Color: Color variety
- Click Submit
Editing a Catalog
Enable Inline Editing:- Click the Inline Edits dropdown in the toolbar
- Select Enable Editing
- Edit cells by clicking on them
- Click Save Changes when done or Discard Changes to cancel
Tab switching is blocked while in edit mode. You must save or discard changes before switching tabs.
Managing Categories
Creating a Category
- Navigate to Data Management → Items
- Switch to the Categories tab
- Click Add New button
- Enter required fields:
- Code: Category code identifier
- Eaches: Number of eaches (numeric)
- Space Category Code: Production space category
- Click Submit
Editing a Category
Use the same inline editing workflow as catalogs:- Click Inline Edits → Enable Editing
- Edit cells directly in the grid
- Save Changes or Discard Changes when done
Managing Production Items
Creating a Production Item
- Navigate to Data Management → Items
- Switch to the Production Items tab
- Click Add New button
- Enter required fields:
- Item Number: Production item number
- Catalog: Select from dropdown (displays as “Genus - Series - Color”)
- Category: Select from dropdown (displays category code)
- Click Submit
Editing a Production Item
Use the same inline editing workflow:- Click Inline Edits → Enable Editing
- Edit the Item Number or select different Catalog/Category from dropdowns
- Save Changes or Discard Changes when done
Bulk Operations
All three tabs (Catalogs, Categories, Production Items) have an Export/Import button for bulk operations. Export:- Click Export/Import button
- The interface provides export functionality
- Click Export/Import button
- The interface provides import functionality
Export/Import functionality is available but the specific file formats and templates depend on your system configuration.
Search and Filter
All three tabs support AG Grid’s built-in filtering capabilities:Quick Search
Use the grid’s search functionality to find items across displayed columns.Advanced Filtering
Use the grid filter panel to:- Filter by specific columns
- Combine multiple filters
- Apply numeric filters (for fields like Eaches)
- Filter by status
Best Practices
Catalog Management
- Consistent naming: Use consistent genus, series, and color values
- Unique combinations: Each catalog represents a unique plant variety
- Status tracking: Use status field to mark active vs inactive varieties
Category Management
- Clear codes: Use descriptive, unique category codes
- Accurate eaches: Ensure eaches counts are correct for production planning
- Space categories: Link categories to appropriate space category codes
Production Item Management
- Unique item numbers: Ensure each production item has a unique identifier
- Proper linking: Link items to the correct catalog and category
- Regular review: Keep item list current and remove obsolete items
Common Scenarios
Scenario: Adding a New Plant Variety
- Go to Catalogs tab
- Click Add New
- Enter genus, series, and color (e.g., “Petunia”, “Wave”, “Purple”)
- Submit to create the catalog entry
Scenario: Creating Production Items for a Variety
- Ensure the catalog entry exists for the variety
- Ensure the appropriate category exists
- Go to Production Items tab
- Click Add New
- Enter item number and select the catalog and category
- Submit to create the production item
Troubleshooting
Can’t Create Entry
Possible causes:- Required fields are missing
- Duplicate entry already exists
- Insufficient permissions
- Ensure all required fields are filled (Genus, Series, Color for catalogs; Code, Eaches, Space Category Code for categories; Item Number, Catalog, Category for items)
- Check if an identical entry already exists
- Contact administrator if permission issues persist
Can’t Switch Tabs
Issue: Tab switching is disabled Cause: You’re in edit mode on one of the tabs Solution:- Click Save Changes to save your edits, or
- Click Discard Changes to cancel
- Tab switching will be enabled once you exit edit mode
Changes Not Saving
Possible causes:- Required fields are missing
- Invalid data format (e.g., non-numeric value in Eaches field)
- GraphQL error
- Review the fields you edited and ensure they have valid values
- Check browser console for error messages
- Try discarding changes and re-entering the data